Recalculate story points on Epic when children removed, added and excluding canceled

[Sheri Widler]

I was able to add the calculate story points on an epic based on children points, but a few things i want to fine tune and need help.  I used this: https://community.atlassian.com/t5/Jira-questions/Sum-up-story-points-to-the-epic/qaq-p/2004404

How to recalculate when a child is removed from an epic.

How to recalculate if an item is canceled and still has story points.  we talked about removing story points when set to canceled which would solve the problem, but verifying this is the desired process. 

[Marc - Devoteam · Accepted solution]

Hi @Sheri Widler 

I think you should be able to create a duplicate rule of the one you already have (as mentioned, in your request).

Just changing  the trigger of the rule to might just do the trick.

Do you also have a Lookup Issue action in your rule?

If you do as I see in the article you mentioned and further linked articles, you should amend this so that issues in status Canceled will not be taken into account.

[Sheri Widler]

Thanks I got most of it to work with this: 

When transitioned to Canceled or Reopened, For Epic Parent lookup issues "Epic Link" = {{issue.key}} and Status not in (Canceled) and Edit issue fields story points {{lookupIssues.Story Points.sum}}

The only thing that I havent gotten to work is if the child is moved from the epic or created then added to the epic.  

[Sheri Widler]

[Marc - Devoteam]

Hi @Sheri Widler 

Both option you are mentioning

• Moving
• Creating and added to Epic

I would create separate rules for as you trigger is different

For moving, use trigger Issue Moved, and have JQL on Epic Link if the issue moved and has been set a different Epic Link or stop actions if Epic Link is empty

For created and then added to an Epic, use trigger Issue Updated and and JQL on Epic Link is not empty

I hope these options will help you move forward

[Sheri Widler]

I was able to use the MOVE option so the new Epic calculates as it moves into it, but the original doesn't recalculate.  I added a Manual workflow step that anyone can run to recalculate the epic as a catch all.  Thanks.  

So I have the following

• Sum Epic when story points change on an item
• Issue is Canceled or Reopened and relates to an epic, resum points 
• Issue is deleted resum points 
• Moved from an epic, resums new epic 
• And the last one is a manual automation that can be ran on the epic, the only use case I didn't cover is resumming the epic if a story moves from it. So in an epic a manual automation is available in ACTIONS

 I think Atlassian should just create this as a feature.  :)  

[Piskorz Magdalena (BD/BTM-IC1)]

Hi @Sheri Widler can you please provide more details about your manual automation?

My main probel is that the Epic level story points are not recalculated when a child issue is cancelled.

Can you please provide your iseas and solutions?

Many thanks in advance!

[christopher_branaman]

I am trying to do this as well. I have an existing rule to calculate Story Points on an epic which is working perfectly.

I tried creating a new rule as suggested in this post to re-calculate whenever a story is changed to Cancelled, but I'm not having any luck. Hoping someone has a suggestion.

Thank you!

[christopher_branaman]

Nevermind, I figured it out. I simply had things in the wrong order.

correct query is

issuetype in (story,bug) and Status not in (Cancelled) and "Parent" = "{{issue.key}}"